• EP5: Using Business Reviews to improve your relationship with your customers

  • Jan 16 2023
  • Length: 22 mins
  • Podcast

EP5: Using Business Reviews to improve your relationship with your customers

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  • Summary

  • Is an adhoc catchup with your customer enough to really understand the health of your customer and provide value to your relationship?  

    This episode helps you to answer this question by taking a look at Customer Business Reviews.  We discuss the topic with two of our Customer Success Managers, to understand what Business Reviews are and how they could benefit you and your customers.   

    Topics:

    • What Customer Business Reviews are. (5:45) 
    • Business Review agenda. (6:40) 
    • The benefits of conducting Business Reviews? (10:14) 
    • Benefits of Business Reviews to CSMs. (11:26) 
    • Who should be attending a Business Review.  (14:12) 
    • How often should we have Business Reviews.  (15:40) 
    • What if customers don't want Business Reviews.  (16:03) 
    • Tips on implementing Business Reviews.  (18:30) 


    Host:
    Patrick Dixon (Customer Success Engineer, M-Files): https://www.linkedin.com/in/dixonp/

    Guests:
    Patti Albracht (Customer Success Manager, M-Files): https://www.linkedin.com/in/pattialbracht/
    Stuart Barnwell (Customer Success Manager, M-Files): https://www.linkedin.com/in/stuartbarnwell/

    Website: www.m-files.com
    Podcast feedback: email shobha.mahtey@m-files.com
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